Simple subscription financial planning

Gain ongoing access to professional financial guidance with our straightforward $250 per month subscription. There are no hidden fees, commissions, or product sales. Your monthly rate covers all consultations, analytical reviews, and support. We do not promote or sell specific investment products. Our service is focused on independent advice, transparency, and your privacy. Results may vary and past performance doesn't guarantee future outcomes. All information is managed in line with Australian regulations.

Meet our consultants

Lead consultant Rachel Tan

Rachel Tan

Lead Consultant

Rachel brings over ten years of financial consulting experience, specialising in tailored client support.

Senior advisor David Allen

David Allen

Senior Advisor

David is known for his analytical approach and dedication to unbiased, client-focused guidance.

Consultant Priya Singh

Priya Singh

Consultant

Priya excels at providing clear, practical insights, ensuring clients feel informed and supported.

How our process works

Rachel Tan

Rachel Tan

Lead Consultant

"Our process is built on ongoing relationships and trust. We focus on providing practical, unbiased insights tailored to each client’s unique needs."

1

Day 1

Initial consultation

We begin with a detailed conversation to understand your financial circumstances and objectives.

2

Day 2-3

Analytical review stage

Our team conducts a thorough, independent review to assess your current situation and identify areas for improvement.

3

Day 4

Personalised recommendations

Based on our review, we provide tailored insights to help you make informed decisions about your planning.

4

Ongoing

Monthly follow-up sessions

You receive regular check-ins and support, adapting advice as your needs or circumstances change.

Subscription plans

Choose the best fit for your needs

Standard

Ongoing consultations every month

$ 250 /month

All included

  • Regular consultations
  • Analytical reviews
  • No product sales
  • Data privacy focus
  • Australian compliance
Popular

Enhanced

Priority scheduling and extended support

$ 320 /month

All features plus

  • All Standard features
  • Priority appointments
  • Extended hours
  • Dedicated consultant
  • Annual review

Premium

Comprehensive support and ongoing reviews

$ 350 /month

Full coverage

  • All Enhanced features
  • Quarterly reporting
  • Family consultations
  • Personalised follow-up
  • Compliance updates

How olvarexion compares to others

Review the differences and advantages of our subscription-based approach

Key features
What’s included
olvarexion subscription
Independent, client-focused planning
Typical planning firm
Product-driven, fee-based model
Transparent monthly fee
One flat rate, no hidden costs
No commissions or sales
Advice not linked to products
Ongoing, regular consultations
Monthly check-ins included
Australian privacy compliance
Strict data protection focus
Total features
4
1